Andy Effron Email & Phone Number

Boston, Massachusetts, United States

WEX is a global leader in fintech solutions, simplifying virtual payments systems — for industries including fleet, corporate payments, and employee benefits. WEX has over 7000 employees and is a public company (NYSE:WEX).

Boston, Massachusetts, United States

Provided in-house retained search services to Executive Leaders across the enterprise delivering all facets of full life-cycle, executive recruiting for client areas across three major business lines: Asset Management, Advice & Wealth Management, and Insurance & Annuities. Client areas include support functions such as Human Resources, Legal, Risk.

Wellesley, MA

Hiring top talent in Investments, Asset Management, Finance, Audit, Risk, Actuary, Marketing, HR, International, Legal & Corporate Functions for Sun Life & SLC Management (Institutional Asset Manager). US Executive Recruiter.Hands-on execution of Director, Managing Director, & Executive level searches in the US.Active participant in various agile labs.

Greater Boston Area

Greater Boston Area

• Managed a staff of 8 recruiters, transition manager, and direct marketing manager
• Directed and coached a recruiting team
• Implemented and developed a web based recruiting tracking software program that reports on all recruiting activities
• Created a recruiting team implementing new department policies and procedures
• Assisted recruiters with closing
• Conducted staff meetings and collect activity reports with all recruiters

• Trained financial advisors on product and technology used to assist them in transitioning to a fee based practice
• Wholesaled mutual funds, exchange traded funds, managed accounts, and fee based brokerage asset allocation programs to 15 banks and insurance companies
• Worked with home offices of institutions to ensure successful product rollouts
• Territory generated on average $200 million per quarter
• Consistently met and exceeded territory goals
• Delivered group presentations, client appreciation events, and seminars on several topics including: asset allocation, transitioning to a fee based business, benefits of separate accounts, and sales ideas that would.

• AccountPros was an executive search firm that specializes in permanent placement for financial professionals
• Recruited portfolio managers, traders, analysts, sales professionals, and operations professionals in the financial services industry
• Developed new client relationships
• Trained and mentored new recruiters
• Negotiated pricing with clients
• Developed and delivered industry sales training seminars to all new recruiters